-5.3%
PATH vs BMY
+45.9%
-51.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.0% | -1.1% | +2.1% |
| 7D | -4.8% | +6.0% | -10.8% | -5.9% |
| 30D | +2.7% | +9.1% | -6.5% | +0.8% |
| 3M | -4.2% | -2.6% | -1.6% | -3.5% |
| 6M | +24.7% | +13.1% | +11.6% | +23.5% |
| YTD | -17.6% | +23.0% | -40.6% | -24.1% |
| 1Y | -5.3% | +45.6% | -50.9% | -20.1% |
| All | -5.3% | +45.9% | -51.2% | -20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BMY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling